Bartlett & Co Wealth Management’s Pultegroup PHM Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PHM Stock Details PHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$75K	Buy	651 +62	+11%	+$7.94K	﹤0.01%	616
2025 Q4	$69.2K	Hold	589	–	–	﹤0.01%	609
2025 Q3	$78K	Buy	589 +40	+7%	+$4.97K	﹤0.01%	597
2025 Q2	$58K	Sell	549 -102	-16%	-$10.3K	﹤0.01%	632
2025 Q1	$67.1K	Buy	651 +2	+0.3%	+$216	﹤0.01%	603
2024 Q4	$70.8K	Sell	649 -133	-17%	-$17.3K	﹤0.01%	589
2024 Q3	$112K	Hold	782	–	–	﹤0.01%	527
2024 Q2	$86.3K	Hold	782	–	–	﹤0.01%	576
2024 Q1	$94.5K	Hold	782	–	–	﹤0.01%	566
2023 Q4	$81.1K	Buy	782 +773	+8,589%	+$65.7K	﹤0.01%	607
2023 Q3	$668	Buy	+9	New	+$717	﹤0.01%	1124
2021 Q3	–	Sell	-24	Closed	-$1.31K	–	1039
2021 Q2	$1.31K	Hold	24	–	–	﹤0.01%	911
2021 Q1	$1.26K	Hold	24	–	–	﹤0.01%	945
2020 Q4	$1.04K	Buy	+24	New	+$1.06K	﹤0.01%	1041

Other funds holding PHM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bartlett & Co Wealth Management's PHM Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Pultegroup (PHM) stake by 11% in Q1 2026, buying an estimated $7.94K and bringing the position to 651 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #616.

Bartlett & Co Wealth Management first reported a position in PHM in Q4 2020 and has held it in 14 quarters since. The position peaked at $112K in Q3 2024. 1,028 funds tracked by Wall St. Rank hold PHM as of Q1 2026.

Bartlett & Co Wealth Management held 651 shares of Pultegroup worth $75K as of Q1 2026.
Bartlett & Co Wealth Management bought 62 Pultegroup shares in Q1 2026, an estimated $7.94K.
Pultegroup made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #616 holding.
Bartlett & Co Wealth Management first reported a position in Pultegroup in Q4 2020 and has held it in 14 quarters since.
Bartlett & Co Wealth Management's Pultegroup position peaked at $112K in Q3 2024.
1,028 funds tracked by Wall St. Rank held Pultegroup as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.